Finance Score: 1

Governance Score: 9

Support Score: 3

Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 13

WOODLAND HERITAGE LIMITED

The principal activity of the Charity is that of the conservation of trees and woodland areas in the United Kingdom. The aim to achieve this by widening the skills and knowledge base of those people and organisations connected with arboreal matters. Through training courses we can ensure that the existence and integrity of these areas are available to the public for years to come.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
More than half of total income was derived from trading and fees in the latest year
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/22		£2,291	£1,331	£960	£14	£2,587	£1,474	13.3	5	12
30/06/21		£1,250	£1,225	£25	£960	£1,627	£1,237	12.1	12	12
30/06/20		£981	£1,180	£-198	£757	£1,602	£1,125	11.4	12	12
30/06/19		£1,057	£1,502	£-444	£972	£1,800	£1,171	9.4	10	12
30/06/18		£1,548	£1,578	£-30	£961	£2,245	£1,375	10.5	9	10
30/06/17		£1,507	£1,354	£153	£739	£2,275	£1,703	15.1	8	0
30/06/16		£1,530	£375	£1,156	£88	£2,122	£1,310	42	1	0
30/06/15		£773	£182	£591	£51	£966	£489	32.2	0	0
30/06/14	*	£164	£119	£45	£0	£0	£0	n/a	0	0
30/06/13		£254	£124	£131	£0	£0	£0	n/a	0	0
30/06/12		£257	£106	£151	£0	£0	£0	n/a	0	0
30/06/11		£64	£62	£2	£0	£0	£0	n/a	0	0
30/06/10		£98	£82	£17	£0	£0	£0	n/a	0	0
30/06/09		£50	£61	£-11	£0	£0	£0	n/a	0	0
30/06/08	*	£53	£49	£4	£0	£0	£0	n/a	0	0
30/06/07	*	£47	£54	£-7	£0	£0	£0	n/a	0	0
30/06/06	*	£38	£42	£-4	£0	£0	£0	n/a	0	0
30/06/05	*	£58	£44	£14	£0	£0	£0	n/a	0	0
30/06/04		£23	£64	£-41	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.2%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 13.3 months
Net Current Assets/Spending: 12 months
Quick Ratio: 2.2

Asset Split ?

Established: 30 years

www.woodlandheritage.org

office@woodlandheritage.org

07871198798

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

5 employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 27-74

ALEX MOWAT Appointed: 2023, Occupation: Director

ELIZABETH BINKS Appointed: 2022, Occupation: Director

JEMIMA LAETITIA MADELINE LETTS Appointed: 2022, Occupation: Forester

KATIE WALKER Appointed: 2023, Occupation: Director

ROBERT PENN Appointed: 2023, Occupation: Director

CAROLINE AYRE Appointed: 2023, Occupation: Director, Other trusteeship: THE ROYAL FORESTRY SOCIETY,

DR JAMES WALMSLEY Appointed: 2012, Occupation: University Lecturer

SIMON BURVILL (Chair) Appointed: 2010, Occupation: Director

THOMAS EDWARD CHRISTIAN Appointed: 2015, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 21/10/1994, number: 1041611
Registered at Companies House on 15/06/1994, number: 02938997

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR14: 55 days late, AR08: 130 days late, AR07: 23 days late, AR06: 57 days late, AR05: 205 days late,

Main office

Woodland Heritage
Whitney Sawmills
Old Station Yard
Hereford
HR3 6EZ

Objectives

“THE CHARITY’S OBJECTS (“OBJECTS”) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: (1) FOR THE PUBLIC BENEFIT, THE CREATION, PROTECTION, CONSERVATION, MANAGEMENT AND ENHANCEMENT OF WOODLAND AND TIMBER RESOURCES IN THE UNITED KINGDOM AND THE PROMOTION AND ADVANCEMENT OF SUSTAINABLE WOOD SUPPLY IN THE UNITED KINGDOM, IN PARTICULAR BUT NOT EXCLUSIVELY BY: - HELPING PEOPLE AND ORGANISATIONS FROM ALL BACKGROUNDS TO CONSERVE, GROW AND MAINTAIN BETTER QUALITY TREES AND WOODLAND AREAS VIA THE PROVISION OF ADVICE AND FINANCIAL SUPPORT, THEREBY SECURING ENVIRONMENTAL, ECONOMIC AND SOCIAL BENEFITS FROM THEIR ENDEAVOURS; - ESTABLISHING AND SUPPORTING A SUBSIDIARY COMPANY TO OPERATE A TRADE OR BUSINESS (IN PARTICULAR A SAWMILL) WHICH DEMONSTRATES THE VALUE OF THOSE PARTS OF THE TIMBER SUPPLY CHAIN UNDER THREAT FROM OBSOLESCENCE; - ACTING AS A RESOURCE BODY FOR CONNECTING THE GROWERS AND USERS OF HIGH QUALITY TIMBER; - RAISING THE AWARENESS BY THE GENERAL PUBLIC OF THE VALUE OF CRAFTSMANSHIP IN WOOD; - PROVIDING SUPPORT INCLUDING MAKING GRANTS AND AWARDS TO OTHER CHARITIES, VOLUNTARY BODIES, INDIVIDUALS AND ORGANISATIONS WHOSE WORK FURTHERS THE ACHIEVEMENT OF THIS OBJECT.(2) FOR THE PUBLIC BENEFIT, THE PROMOTION AND ADVANCEMENT OF EDUCATION OF THE PUBLIC IN GENERAL AND PARTICULARLY AMONGST OTHER CHARITIES, VOLUNTARY BODIES AND ORGANISATIONS WITH AN ACTIVE INTEREST IN FORESTRY ON THE SUBJECTS OF THE VALUE OF WELL-MANAGED WOODLANDS AND HIGH QUALITY TIMBER AND ON THE THREATS FACING WOODLAND AND TIMBER RESOURCES IN THE UNITED KINGDOM, IN PARTICULAR BUT NOT EXCLUSIVELY BY: - THE PROVISION OF OR THE FACILITATION OF ACCESS TO SKILLS AND TRAINING WITHIN THE FORESTRY AND TIMBER INDUSTRIES; - THE PROVISION OF INFORMATION TO THE GENERAL PUBLIC ON THE VALUE OF AND THREATS FACING WELL-MANAGED WOODLANDS AND HIGH QUALITY TIMBER; - UNDERTAKING AND SUPPORTING RESEARCH INTO IMPROVING TREE STOCK AND CONTROLLING DAMAGE CAUSED BY PESTS, DISEASES AND A CHANGING CLIMATE, AND DISSEMINATING THE USEFUL RESULTS OF SUCH RESEARCH; - MAKING GRANTS AND AWARDS OF MONEY TO ANY INDIVIDUAL, CHARITY, VOLUNTARY BODY OR OTHER ORGANISATION WHOSE WORK FURTHERS THE ACHIEVEMENT OF THIS OBJECT. NOTHING IN THE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources